Account Manager, RIA Partnership

Tag Management Inc • San Diego, CA

3h • $75,000 - $95,000

About The Position

We are seeking a highly organized and proactive Account Manager to support and grow our RIA white-label platform. This individual will work closely with leadership to manage advisor relationships, coordinate onboarding, and ensure smooth operational delivery. This is a high-growth role with a clear path to leadership.

Requirements

• 3–6 years of experience in account management, operations, or client success
• Experience in wealth management, RIA, or fintech preferred
• Strong organizational and communication skills

Nice To Haves

• Ownership mindset
• Detail-oriented and organized
• Calm under pressure
• Tech and AI curious
• Growth-oriented with leadership potential

Responsibilities

• Serve as a key point of contact for RIA partners
• Maintain strong communication and ensure a high-quality experience
• Coordinate onboarding of RIA firms and clients
• Track progress and ensure deadlines are met
• Work with bill pay and accounting teams
• Monitor workload and flag capacity constraints
• Assist with proposals, pricing, and contracts
• Join sales calls over time
• Identify inefficiencies and improve workflows
• Leverage technology and AI tools

Benefits

• Competitive base salary
• Incentive plan
• Health, Dental, and Vision coverage
• Ongoing development, feedback, and growth opportunities (we promote from within whenever possible)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees